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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,263 | $77,574+211.0% | $108,753+121.8% | $86,983+177.4% |
| Participation rate | 22.2% | 62.3%-40.1pp | 71.1%-48.9pp | 69.5%-47.3pp |
| Annual return | 16.68% | 18.42%-1.7pp | 37.47%-20.8pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,181 | $3,128+1.7% | $4,115-22.7% | $4,194-24.2% |
| Admin fee / account holder | $2 | $6,529-100.0% | $10,320-100.0% | $7,856-100.0% |